Emails

The Emails module is used to archive or send emails.
Keeping track of emails in a way that all users can access is an important strategy to ensure great customer service.
An Email can use a template to ensure a consistent response to common support inquires.
An Email can include a user-specific signature.
Multiple recipients can be specified and each recipient will receive a separate email that is logged in the CRM.
An Email is typically associated with a parent Account, Contact or Lead, but it can be related to just about any module.

Field

Description

Assigned To

The user that is the owner of the record.

Team

The team or teams that the record is a member of.

Parent Type

The parent module type.

Parent ID

The parent of the email.

Use Template

A template to use for the email. The template will replace the Subject and the Body.

Prepend Template

Check to prepend the template instead of replacing the content.

Signature

A signature to add to the email.

To

One or more recipients. A recipient can be typed manually or selected from a list.

Cc

Copy recipients. A recipient can be typed manually or selected from a list.

Bcc

Blind copy recipients. A recipient can be typed manually or selected from a list.

From

The sender of the email. An administrator can provide a list of senders in addition to the current user.